Purchases and Sales Made in Q3 2021 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q3 2021. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 18, 2021 Q3 2021
Autus Asset Management, LLC

SELL
 -
-1.06K
- 1.5%
$155K - $176K
69.1K $20.2M
Nov 09, 2021 Q3 2021
Fagan Associates, Inc.

SELL
 -
-1.06K
- 1.68%
$155K - $177K
62.1K $18.2M
Nov 15, 2021 Q3 2021
Family Management Corp

New York, NY
SELL
 -
-1.06K
- 2.77%
$155K - $177K
37.1K $10.9M
Oct 22, 2021 Q3 2021
Murphy Capital Management Inc

SELL
 -
-1.06K
- 1.05%
$156K - $177K
100K $29.3M
Oct 29, 2021 Q3 2021
Archer Investment Corp

SELL
 -
-1.06K
- 5.25%
$156K - $177K
19.2K $5.61M
Nov 05, 2021 Q3 2021
Ford Financial Group, LLC

SELL
 -
-1.06K
Closed
$156K - $178K
0 $0
Oct 28, 2021 Q3 2021
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
SELL
 -
-1.07K
- 28.02%
$157K - $178K
2.74K $802K
Oct 19, 2021 Q3 2021
Paragon Capital Management LTD

SELL
 -
-1.07K
- 19.97%
$158K - $179K
4.31K $1.26M
Nov 12, 2021 Q3 2021
Arvest Bank Trust Division

Dewey, OK
SELL
 -
-1.08K
- 0.63%
$159K - $181K
171K $50.2M
Nov 12, 2021 Q3 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-1.09K
- 21.3%
$159K - $181K
4.01K $1.17M
Nov 15, 2021 Q3 2021
Trustco Bank Corp N Y

Albany, NY
SELL
 -
-1.09K
- 3.58%
$160K - $182K
29.3K $8.59M
Nov 12, 2021 Q3 2021
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-1.09K
- 0.16%
$160K - $182K
669K $196M
Oct 22, 2021 Q3 2021
Beck Bode, LLC

SELL
 -
-1.09K
Closed
$161K - $183K
0 $0
Nov 04, 2021 Q3 2021
Waters Parkerson & Co., LLC

SELL
 -
-1.1K
- 0.3%
$162K - $184K
373K $109M
Oct 19, 2021 Q3 2021
Tamar Securities, LLC

SELL
 -
-1.1K
- 36.96%
$162K - $184K
1.88K $551K
Feb 11, 2022 Q3 2021
State Of Wyoming

Cheyenne, WY
SELL
 -
-1.11K
- 30.89%
$163K - $185K
2.48K $727K
Nov 12, 2021 Q3 2021
Financial Insights, Inc.

SELL
 -
-1.11K
Closed
$164K - $186K
0 $0
Oct 19, 2021 Q3 2021
Bristlecone Advisors, LLC

SELL
 -
-1.12K
- 2.56%
$164K - $187K
42.5K $12.4M
Oct 22, 2021 Q3 2021
James Investment Research Inc

SELL
 -
-1.12K
- 0.7%
$165K - $187K
158K $46.3M
Nov 12, 2021 Q3 2021
Financial Architects, Inc

Marlton, NJ
SELL
 -
-1.13K
- 6.49%
$166K - $189K
16.3K $4.78M
Oct 21, 2021 Q3 2021
Tufton Capital Management

SELL
 -
-1.14K
- 0.9%
$168K - $191K
125K $36.7M
Nov 12, 2021 Q3 2021
Rench Wealth Management, Inc.

Denton, TX
SELL
 -
-1.15K
- 2.02%
$169K - $192K
55.8K $16.3M
Oct 14, 2021 Q3 2021
Tributary Capital Management, LLC

SELL
 -
-1.15K
- 16.27%
$169K - $192K
5.92K $1.73M
Oct 28, 2021 Q3 2021
Parthenon LLC

SELL
 -
-1.16K
- 2.31%
$170K - $193K
48.9K $14.3M
Nov 16, 2021 Q3 2021
Kb Financial Partners, LLC

Princeton, NJ
SELL
 -
-1.18K
Closed
$173K - $197K
0 $0
Nov 15, 2021 Q3 2021
Bsw Wealth Partners

Boulder, CO
SELL
 -
-1.18K
- 9.99%
$173K - $197K
10.6K $3.11M
Nov 12, 2021 Q3 2021
Intercontinental Wealth Advisors, LLC

SELL
 -
-1.18K
- 6.28%
$174K - $197K
17.6K $5.16M
Nov 12, 2021 Q3 2021
Dark Forest Capital Management LP

Weston, CT
SELL
 -
-1.18K
Closed
$174K - $198K
0 $0
Nov 01, 2021 Q3 2021
Gyl Financial Synergies, LLC

SELL
 -
-1.19K
- 6.6%
$174K - $198K
16.8K $4.92M
Nov 05, 2021 Q3 2021
1 St Source Bank

SELL
 -
-1.19K
- 1.49%
$175K - $199K
78.8K $23.1M
Oct 14, 2021 Q3 2021
Foundry Partners, LLC

SELL
 -
-1.21K
- 0.35%
$177K - $201K
338K $99.1M
Nov 03, 2021 Q3 2021
Greystone Financial Group, LLC

SELL
 -
-1.21K
- 18.61%
$177K - $201K
5.27K $1.54M
Nov 17, 2021 Q3 2021
Kentucky Retirement Systems Insurance Trust Fund

Frankfort, KY
SELL
 -
-1.21K
- 1.54%
$178K - $203K
77.6K $22.7M
Oct 28, 2021 Q3 2021
Mizuho Securities Usa LLC

SELL
 -
-1.23K
- 8.29%
$180K - $205K
13.6K $3.98M
Nov 03, 2021 Q3 2021
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-1.24K
- 1.05%
$182K - $207K
117K $34.3M
Oct 12, 2021 Q3 2021
Mcia Inc

SELL
 -
-1.25K
- 33.86%
$183K - $208K
2.43K $712K
Oct 26, 2021 Q3 2021
Moreno Evelyn V

Boston, MA
SELL
 -
-1.27K
- 1.76%
$187K - $212K
70.7K $20.7M
Oct 29, 2021 Q3 2021
Mathes Company, Inc.

SELL
 -
-1.29K
- 4.55%
$189K - $215K
27K $7.9M
Nov 15, 2021 Q3 2021
Brown Capital Management LLC

Baltimore, MD
SELL
 -
-1.29K
- 20.45%
$189K - $215K
5K $1.46M
Nov 12, 2021 Q3 2021
Pegasus Partners Ltd.

Mequon, WI
SELL
 -
-1.29K
- 4.23%
$189K - $215K
29.1K $8.54M
Oct 28, 2021 Q3 2021
Endurance Wealth Management, Inc.

SELL
 -
-1.29K
- 1.11%
$190K - $215K
115K $33.8M
Oct 05, 2021 Q3 2021
Bremer Bank National Association

SELL
 -
-1.3K
- 1.97%
$190K - $216K
64.4K $18.9M
Nov 15, 2021 Q3 2021
Bailard, Inc.

SELL
 -
-1.3K
- 0.92%
$191K - $217K
140K $41.1M
Nov 10, 2021 Q3 2021
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
SELL
 -
-1.3K
- 6.52%
$191K - $217K
18.7K $5.46M
Nov 12, 2021 Q3 2021
Camarda Financial Advisors, LLC

Fleming Island, FL
SELL
 -
-1.31K
Closed
$193K - $219K
0 $0
Oct 29, 2021 Q3 2021
Tci Wealth Advisors, Inc.

SELL
 -
-1.32K
- 7.78%
$194K - $221K
15.7K $4.59M
Oct 18, 2021 Q3 2021
Reitz Capital Advisors LLC

SELL
 -
-1.33K
- 16.87%
$195K - $221K
6.53K $1.91M
Oct 15, 2021 Q3 2021
Canvas Wealth Advisors, LLC

SELL
 -
-1.33K
- 4.89%
$195K - $221K
25.8K $7.54M
Nov 15, 2021 Q3 2021
Nfc Investments, LLC

Memphis, TN
SELL
 -
-1.33K
Closed
$196K - $223K
0 $0

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